Relationship Executive - Housing Loan Sales

Tata Capital Finance Ltd

Chennai

On-site

INR 300,000 - 420,000

Full time

7 days ago
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Job summary

Tata Capital Finance Ltd in Chennai is seeking a Relationship Executive - Retail Sales for Housing to drive home loan sales and build strong client relationships, ensuring compliance with NHB guidelines.

You will proactively reach out to potential clients, manage end-to-end sales lifecycle, coordinate with builders and connectors, convert digital leads into sanctioned loans, and maintain MIS while achieving monthly targets.

Qualifications

  • Graduate or Post Graduate qualification.

Responsibilities

  • Proactively reach out to potential clients and explain the entire process of home loan while setting correct expectations
  • Manage end-to-end sales lifecycle tapping prospects, analyze their requirements, render advice, negotiate commercially, and ensure timely disbursement of loan.
  • Achieve the Budgeted sales target from the designated regions on monthly basis
  • Effectively manage connector and builder relationships to ensure strong business
  • Ensure digital leads are converted to sanction and disbursement
  • Organize and track all potential leads and maintain proper MIS
  • Identify and Develop New Builder/ channel relationships in existing/new markets to increase business
  • Strong understanding of the markets / competition / process and products available in the markets and provide positive feedback to the central product and policy team to stay ahead in the market.
  • Manage internal & external customer relationship to ensure customer satisfaction.
  • Ensure compliance to all Audit / NHB regulations.

Education

Graduate/Post Graduate

Job description

Relationship Executive - Retail Sales - Housing - EM - HL - Sales - Chennai - Centennial Square (5th Floor) - J Grades

To drive sales and ensure business targets are achieved. To build strong relationships with prospective clients so as to ensure business continuity


Core Responsibilities


  • Proactively reach out to potential clients and explain the entire process of home loan while setting correct expectations

  • Manage end-to-end sales lifecycle tapping prospects, analyze their requirements, render advice, negotiate commercially, and ensure timely disbursement of loan.

  • Achieve the Budgeted sales target from the designated regions on monthly basis

  • Effectively manage connector and builder relationships to ensure strong business

  • Ensure digital leads are converted to sanction and disbursement

  • Organize and track all potential leads and maintain proper MIS

  • Identify and Develop New Builder/ channel relationships in existing/new markets to increase business

  • Strong understanding of the markets / competition / process and products available in the markets and provide positive feedback to the central product and policy team to stay ahead in the market.

  • Manage internal & external customer relationship to ensure customer satisfaction.

  • Ensure compliance to all Audit / NHB regulations.


Qualification

Graduate/Post Graduate

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